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Heron Data allows you to underwrite small business faster and with greater confidence. We take sources of data about a company -- bank data, application forms, tax returns, and other sources -- extract key information from these sources, and transform them into your desired output.

What we enable you to do

To get started with the tutorial, pick the use case that most applies to you!

Core use case:

• 🏦 I want to implement Heron Data for cash flow underwriting

Other use cases:

• 🔒 I want to lock credit cards to merchants to control spending for certain accounts

• 📈 I want to enrich transactions with merchant information to report on customers' spending trends

Data Flows

To ensure seamless integration with Heron, we offer two different data flows tailored to your specific use case. We strive to make the integration process as user-friendly as possible, and these two data flows cater to various integration requirements, ensuring a smooth and efficient experience for our users.

Async Data Flow (recommended for cash flow underwriting)

The async data flow delivers fast responses, with a p95 response time of approximately 3 minutes. This data flow is specifically designed for high-accuracy transaction categorization and comprehensive merchant enrichment.

Sync Data Flow

The sync data flow provides instantaneous responses, making it the ideal choice for fast merchant enrichment tasks such as retrieving logos and cleaning up names.

For a more in-depth understanding of the differences between the sync and async data flows, please refer to our Sync vs Async FAQ page.

Need more info?

• Email: Contact [email protected] (new customers) or [email protected] (existing customers)
• Slack: Ask the main Heron contact within your organization for access to the shared Slack!
• Book a call: For existing customers, book a call. If you're not yet a customer, talk to us!